A
Andrae Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,012,299
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$280,492
About
Andrae Financial Services is a state-registered independent investment adviser operating as a solo advisory practice with roughly $7.01 million in discretionary assets under management; it primarily serves individual and high‑net‑worth clients. The firm provides continuous, discretionary asset management for separately custodied accounts and also offers written financial planning and consulting services.
The adviser tailors portfolios and plans through one‑on‑one interviews and questionnaires, using fundamental and cyclical analysis and a mix of long‑ and short‑term strategies across mutual funds, exchange‑listed and over‑the‑counter securities, certificates of deposit, municipal and U.S. government securities. Accounts are reviewed at least quarterly and the firm contacts clients at least annually to reassess objectives and accommodate client‑imposed restrictions rather than pursuing market timing.
Distinctive operational features include the firm’s reported work with charitable organization clients, an uncommon client type for solo independent advisers, and its stated practices of not using soft‑dollar arrangements, not aggregating or block trading client orders, and not voting client proxies (leaving proxy decisions to clients). The firm also operates with a single qualified custodian platform, manages all AUM on a discretionary basis, and does not accept performance‑based fees.
Client services
Financial planning
Portfolio management
Fee options
Financial planning fixed fees generally range from $1,000 to $2,000
$0 - $500,000: 0.70% $500,001 - $1,000,000: 0.60% $1,000,001+: 0.45%
$75 per hour
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Andrae Financial Services LLC
Darlington WI, United States
Number of offices
1
Forms ADV
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